Purchases and Sales Made in Q2 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 2024. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
3.39KNew |
$336K - $416K
|
3.39K
$335K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
3.35K+ 2.99% |
$332K - $411K
|
115K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
3.32K+ 6.64% |
$330K - $408K
|
53.3K
$5.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 1.56% |
$328K - $405K
|
214K
$21.2M
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
3.3KNew |
$327K - $405K
|
3.3K
$326K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.27K+ 14.11% |
$324K - $401K
|
26.4K
$2.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.25KNew |
$322K - $399K
|
3.25K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.25K+ 45.24% |
$322K - $399K
|
10.4K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.22K+ 10.98% |
$320K - $395K
|
32.5K
$3.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.22K+ 14.57% |
$319K - $395K
|
25.3K
$2.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.21K+ 6.09% |
$319K - $394K
|
55.9K
$5.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.21K+ 10.88% |
$319K - $394K
|
32.7K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.21K+ 0.56% |
$318K - $394K
|
577K
$57.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.2KNew |
$317K - $393K
|
3.2K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.16K+ 97.78% |
$314K - $389K
|
6.4K
$633K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$313K - $388K
|
3.16K
$312K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.15K+ 56.91% |
$313K - $387K
|
8.69K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.11KNew |
$308K - $381K
|
3.11K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.09K+ 5.85% |
$307K - $380K
|
56K
$5.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.08K+ 2.5% |
$306K - $379K
|
127K
$12.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.07KNew |
$305K - $377K
|
3.07K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.06K+ 137.42% |
$304K - $376K
|
5.29K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.01K+ 5.42% |
$299K - $370K
|
58.6K
$5.8M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.99KNew |
$297K - $367K
|
2.99K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.99K+ 166.95% |
$297K - $367K
|
4.78K
$473K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.98K+ 5.47% |
$296K - $366K
|
57.5K
$5.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.98K+ 6.53% |
$296K - $366K
|
48.7K
$4.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.94K+ 79.98% |
$292K - $361K
|
6.61K
$654K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93K+ 3.52% |
$291K - $360K
|
86.1K
$8.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.91K+ 2.25% |
$289K - $358K
|
132K
$13.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.91K+ 3.4% |
$289K - $357K
|
88.6K
$8.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.9K+ 10.47% |
$288K - $356K
|
30.6K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.83K+ 5.08% |
$281K - $347K
|
58.5K
$5.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.81K+ 1.82% |
$279K - $345K
|
157K
$15.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.79K+ 41.4% |
$277K - $342K
|
9.52K
$941K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.78K+ 1.58% |
$276K - $341K
|
179K
$17.7M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.77KNew |
$275K - $340K
|
2.77K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.77KNew |
$275K - $340K
|
2.77K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.77KNew |
$275K - $340K
|
2.77K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.76K+ 23.58% |
$274K - $339K
|
14.5K
$1.43M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.75KNew |
$273K - $337K
|
2.75K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.7K+ 5.4% |
$268K - $332K
|
52.8K
$5.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.69KNew |
$267K - $330K
|
2.69K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.69KNew |
$267K - $330K
|
2.69K
$266K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
2.66K+ 2.94% |
$264K - $327K
|
93.2K
$9.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.62K+ 1.17% |
$260K - $322K
|
227K
$22.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 20.04% |
$260K - $321K
|
15.7K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.61K+ 67.34% |
$259K - $321K
|
6.49K
$642K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.58KNew |
$256K - $317K
|
2.58K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
2.57K+ 1.03% |
$255K - $315K
|
253K
$25M
|